WANY
BRW

Wealthspire Advisors (New York)’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Wealthspire Advisors (New York)’s Portfolio BRW Stock Details BRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-622
Closed -$4.83K – 1286
2025
Q3 		$4.83K Buy
+622
New +$5.12K ﹤0.01% 2344

Other funds holding BRW

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Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SMA
Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s BRW Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2025, closing a stake of 622 shares — an estimated $4.83K sold.

Wealthspire Advisors (New York) first reported a position in BRW in Q3 2025 and held it in 1 quarter. The position peaked at $4.83K in Q3 2025. 102 funds tracked by Wall St. Rank hold BRW as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 622 Saba Capital Income & Opportunities Fund shares in Q4 2025, an estimated $4.83K.
  • Wealthspire Advisors (New York) first reported a position in Saba Capital Income & Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Saba Capital Income & Opportunities Fund position peaked at $4.83K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.